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American Express
AXP

Overview Fund Activity

1,315 hedge funds and large institutions have $64.5B invested in American Express in 2015 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 522 increasing their positions, 484 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
-3
Holders Change %
-0.23%
% of All Funds
35.08%
Holding in Top 10
46
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.98%
% of All Funds
1.23%
New
141
Increased
522
Reduced
484
Closed
127
Calls
$754M
Puts
$1.2B
Net Calls
-$449M
Net Calls Change
-$253M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.52B
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$917M
3
VAM
3
Veritas Asset Management
United Kingdom
$261M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$232M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$733M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.39B
2
Capital World Investors
2
Capital World Investors
California
$3.75B
3
LPU
3
Lansdowne Partners (UK)
United Kingdom
$205M
4
State Street
4
State Street
Massachusetts
$3.24B
5
Bank of America
5
Bank of America
North Carolina
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
1376
Absolute Return Capital
Massachusetts
– -$854K -9,184 Closed
CIBC World Market
1377
CIBC World Market
Ontario, Canada
– -$850K -9,132 Closed
BCM
1378
Bares Capital Management
Texas
– -$840K -9,032 Closed
EPM
1379
Equitec Proprietary Markets
Illinois
– -$747K -8,033 Closed
ACM
1380
Aviance Capital Management
Florida
– -$651K -6,999 Closed
FHB
1381
First Hawaiian Bank
Hawaii
– -$628K -6,744 Closed
SLG
1382
Stanley-Laman Group
Pennsylvania
– -$623K -6,701 Closed
FAM
1383
Fenimore Asset Management
New York
– -$611K -6,566 Closed
ST
1384
Sageworth Trust
Pennsylvania
– -$542K -5,828 Closed
MCM
1385
Maryland Capital Management
Maryland
– -$525K -5,641 Closed
RCM
1386
Reynolds Capital Management
Nevada
– -$484K -5,200 Closed
HSA
1387
HBK Sorce Advisory
Pennsylvania
– -$460K -4,939 Closed
SMG
1388
Spectrum Management Group
Indiana
– -$1.22M -4,914 Closed
GCMG
1389
Gyroscope Capital Management Group
Florida
– -$422K -4,535 Closed
CFA
1390
Cahill Financial Advisors
Minnesota
– -$392K -4,205 Closed
SIM
1391
SSI Investment Management
California
– -$390K -4,186 Closed
RT
1392
Reliance Trust
Georgia
– -$386K -4,149 Closed
AAM
1393
Aureus Asset Management
Massachusetts
– -$336K -3,610 Closed
DAS
1394
Dynamic Advisor Solutions
Arizona
– -$330K -3,552 Closed
FNBOO
1395
First National Bank of Omaha
Nebraska
– -$315K -3,380 Closed
LCOV
1396
London Company of Virginia
Virginia
– -$277K -2,977 Closed
BONST
1397
Bank of Nova Scotia Trust
Ontario, Canada
– -$264K -2,835 Closed
VF
1398
Virtu Financial
New York
– -$264K -2,835 Closed
BAAM
1399
Baker Avenue Asset Management
California
– -$250K -2,690 Closed
SAS
1400
Spectrum Advisory Services
Georgia
– -$247K -2,655 Closed
54 55
56
57 58